Filippo Loverre

Tech guy • Director @ Quantcast • Fascinated by Finance • Philosophy • Boxing

[Mark Cuban @mcuban]

Best article about how the tech behind AI drives the business of AI, that I’ve ever read

https://t.co/VObig3i1wu

[Filippo Loverre @filippoloverre]

@burrytracker @gamestop now as:
Not a retail turnaround story
Not a meme trade (anymore)
But a bet on one man as a capital allocator.
Will @ryancohen be disciplined or driven by haste?

[Filippo Loverre @filippoloverre]

@ryancohen GameStop now as:
Not a retail turnaround story
Not a meme trade (anymore)
But a bet on one man as a capital allocator.
Will @ryancohen be disciplined or driven by haste?

[Ryan Cohen @ryancohen]

Proposal to acquire eBay.
https://t.co/FwjcxbDmyt

[Cassandra B.C. @MichaelJBurry__]

$56B for eBay.

Makes perfect sense.

Never confuse debt for creativity.

Position may not last the week fully intact.

Full analysis now live for subscribers.

👇🏻👇🏻👇🏻

https://t.co/TjVAspHfnN

$GME $EBAY #STOCKS

[Ilya Sutskever @ilyasut]

It’s extremely good that Anthropic has not backed down, and it’s siginficant that OpenAI has taken a similar stance.

In the future, there will be much more challenging situations of this nature, and it will be critical for the relevant leaders to rise up to the occasion, for fierce competitors to put their differences aside. Good to see that happen today.

[Alessandro Aresu @alearesu]

Ragioni e prospettive della centralità di Anthropic e delle tensioni col Pentagono

[Math Files @Math_files]

Bayes’ theorem is probably the single most important thing any rational person can learn.

So many of our debates and disagreements that we shout about are because we don’t understand Bayes’ theorem or how human rationality often works.

Bayes’ theorem is named after the 18th-century Thomas Bayes, and essentially it’s a formula that asks: when you are presented with all of the evidence for something, how much should you believe it?

Bayes’ theorem teaches us that our beliefs are not fixed; they are probabilities. Our beliefs change as we weigh new evidence against our assumptions, or our priors. In other words, we all carry certain ideas about how the world works, and new evidence can challenge them.

For example, somebody might believe that smoking is safe, that stress causes mouth ulcers, or that human activity is unrelated to climate change. These are their priors, their starting points. They can be formed by our culture, our biases, or even incomplete information.

Now imagine a new study comes along that challenges one of your priors. A single study might not carry enough weight to overturn your existing beliefs. But as studies accumulate, eventually the scales may tip. At some point, your prior will become less and less plausible.

Bayes’ theorem argues that being rational is not about black and white. It’s not even about true or false. It’s about what is most reasonable based on the best available evidence. But for this to work, we need to be presented with as much high-quality data as possible. Without evidence—without belief-forming data—we are left only with our priors and biases. And those aren’t all that rational.

[Carlo Calenda @CarloCalenda]

Siamo arrivati al dunque tra grandi paesi europei (Italia esclusa per codardia) e #Trump. Qualsiasi dazio imposto per ragioni geopolitiche, nello specifico imperialiste, è illegale e deve determinare una risposta dell'Unione Europea con dazi paritetici immediati. Questa è una sfida esistenziale per l'Europa. #Groenlandia

[Raphael Glucksmann @rglucks1]

Dear American friends,

When will you wake up?

ICE agents just killed a US citizen, mother of 3, in your own streets, on camera, and your government is using soviet style propaganda to justify it,

your President threatens every day to invade Danemark, your democratic ally,

[Carlo Calenda @CarloCalenda]

Siamo semplicemente al ritorno dell’età degli Imperi con tutte le conseguenze che questo comporta.
Per non diventare vassalli, noi europei dobbiamo comportarci da grande potenza. Dobbiamo essere indipendenti dal punto di vista militare, industriale, energetico e tecnologico. Abbiamo la massa critica, i soldi, la potenza economica e industriale per farlo. Dipende solo dalla nostra volontà politica nell’accettare il ritorno di una stagione della Forza.
Forza non vuol dire violenza ma consistenza, capacità di difendere il nostro sistema e i nostri interessi, abbandonando impostazioni ideologiche su green, pacifismo a prescindere, semplificazioni sul mutliculturalismo e sul multilateralismo.
Se vogliamo salvare il nostro stile di vita e l’ultimo baluardo della democrazia liberale dobbiamo diventare pragmatici nelle politiche e idealisti nella costruzione della nostra unità politica e culturale, blindandoci contro ogni interferenza straniera.

[Ryan Goodman @rgoodlaw]

"By proceeding without any semblance of international legitimacy, valid legal authority or domestic endorsement, Mr. Trump risks providing justification for authoritarians in China, Russia and elsewhere who want to dominate their own neighbors."

- NYT Editorial Board

[Satya Nadella @satyanadella]

A few reflections on the year ahead for our industry ... https://t.co/qYgf43D69u

[Dario Amodei @DarioAmodei]

The Urgency of Interpretability: Why it's crucial that we understand how AI models work https://t.co/Mz8R23uxgy

[Andrej Karpathy @karpathy]

I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become available over the last ~year and a failure to claim the boost feels decidedly like skill issue. There's a new programmable layer of abstraction to master (in addition to the usual layers below) involving agents, subagents, their prompts, contexts, memory, modes, permissions, tools, plugins, skills, hooks, MCP, LSP, slash commands, workflows, IDE integrations, and a need to build an all-encompassing mental model for strengths and pitfalls of fundamentally stochastic, fallible, unintelligible and changing entities suddenly intermingled with what used to be good old fashioned engineering. Clearly some powerful alien tool was handed around except it comes with no manual and everyone has to figure out how to hold it and operate it, while the resulting magnitude 9 earthquake is rocking the profession. Roll up your sleeves to not fall behind.

[Emmanuel Macron @EmmanuelMacron]

France condemns the visa restriction measures taken by the United States against Thierry Breton and four other European figures.

These measures amount to intimidation and coercion aimed at undermining European digital sovereignty.

The European Union’s digital regulations were adopted following a democratic and sovereign process by the European Parliament and the Council.

They apply within Europe to ensure fair competition among platforms, without targeting any third country, and to ensure that what is illegal offline is also illegal online.

The rules governing the European Union’s digital space are not meant to be determined outside Europe.

Together with the European Commission and our European partners, we will continue to defend our digital sovereignty and our regulatory autonomy.

[Noema Magazine @NoemaMag]

Settle in with some fantastic reading 📚

https://t.co/bhmDaK7kyx

[Filippo Loverre @filippoloverre]

“You cannot reason with a tiger when your head is in its mouth”.
I believe it’s a quote about Hitler, wrongly attributed to Churchill, and geopolitics is more complex than that — but honestly, it does capture what comes to mind when I think about Putin.

[Carlo Calenda @CarloCalenda]

This is my flag.

It stands for unity, freedom, peace, democracy, equality, civilization, diversity, rule of law, science, beauty and strength.

There is nothing more important to fight for.